SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Jacques Newey who wrote (46330)1/24/1998 2:20:00 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 186894
 
INTC: ABN/CHICAGO COR has reiterated estimate for long term
EPS growth of 17.00% per year on 01/14/98
INTC: NATNBK MONT.SEC has reiterated estimate for long term
EPS growth of 25.00% per year on 01/23/98
INTC: UBS SECURITIES decreased estimate for long term EPS
growth from 23.00% to 22.00% per year on 01/16/98
INTC: UBS SECURITIES decreased estimate for quarter ending
12/97 from $0.86 to $0.79 on 01/09/98



To: Jacques Newey who wrote (46330)1/24/1998 4:23:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Jacques - Re: " much less expensive the .25 micron Pentium II will be to manufacture, as compared to .35 micron process?"

The silicon die savings should be about 35% (203 sq. mm.--> 131 sq. mm).

However, this comes at the expense of a higher cost per wafer for the 0.25 micron process. My guess is $1750 --> $2050. (17% increase)

This should reduce costs by a net 25% +/- 5% - my rough guess.

Paul